Financial Advisor

Wealth Vantage Advisory; Kuala Lumpur; Hybrid; MYR 60,000 - 150,000; Full time

Job summary

Wealth Vantage Advisory in Kuala Lumpur is seeking a results-driven Financial Advisor for a full-time hybrid role based in WP Kuala Lumpur, with some work-from-home flexibility.

You will deliver holistic financial planning, advise on investments and retirement strategies, meet clients, and build long-term advisory relationships in a performance-driven, commission-based environment.

Qualifications

• Skills in Financial Planning and Financial Advisory
• Knowledge in Finance and Investments
• Experience in Retirement Planning
• Excellent communication and interpersonal skills
• Ability to work both independently and as part of a team
• Certifications such as CFP, IFP, RFP, or Shariah RFP are highly desirable
• Bachelor’s degree in Finance, Economics, Business, or a related field

Responsibilities

• Deliver holistic financial planning services tailored to individual client needs.
• Conduct client consultations, identify goals, and assess financial health.
• Recommend suitable investment, protection, and retirement strategies.
• Build and maintain strong, trust-based relationships with clients.
• Stay updated with financial regulations, market trends, and advisory tools.
• Participate in marketing, branding, and prospecting initiatives.
• Attend internal training programs to continuously develop advisory skills.

Skills

Financial Planning

Financial Advisory

Investment knowledge

Retirement planning

Communication skills

Teamwork

Education

Bachelor's degree in Finance/Economics/Business

Job description

Wealth Vantage Advisory (WVA) is a licensed Financial Advisory and Planning firm headquartered in Kuala Lumpur. Established with the goal of leading industry transformation, we hold relevant licenses from Bank Negara Malaysia and the Securities Commission Malaysia. Our team of 50 certified professionals, including Certified Financial Planners (CFP), Islamic Financial Planners (IFP), and others, provide holistic, needs-first financial planning and advisory services. Utilizing technology to enhance our process-driven approach, we serve clients across Northern, Southern, and East Malaysia.

Role Description

This is a full-time hybrid role for a Financial Advisor based in WP Kuala Lumpur, with some work-from-home flexibility. The Financial Advisor will be responsible for delivering comprehensive financial planning, advising on investment strategies, retirement planning, and providing financial advisory services. Day-to-day tasks will include meeting with clients, conducting financial assessments, developing customized plans, and monitoring clients’ financial status to ensure their goals are being met.

This is a commission-based role that offers high income potential for individuals who are performance-driven and client-focused.

Key Responsibilities:

• Deliver holistic financial planning services tailored to individual client needs.
• Conduct client consultations, identify goals, and assess financial health.
• Recommend suitable investment, protection, and retirement strategies.
• Build and maintain strong, trust-based relationships with clients.
• Stay updated with financial regulations, market trends, and advisory tools.
• Participate in marketing, branding, and prospecting initiatives.
• Attend internal training programs to continuously develop advisory skills.

Qualifications

• Skills in Financial Planning and Financial Advisory
• Knowledge in Finance and Investments
• Experience in Retirement Planning
• Excellent communication and interpersonal skills
• Ability to work both independently and as part of a team
• Certifications such as CFP, IFP, RFP, or Shariah RFP are highly desirable
• Bachelor’s degree in Finance, Economics, Business, or a related field